About

Our People

David Stevens CFP®

Founder & Principal

Jason Wintersteen

Private Wealth Manager

Dave Rasmussen

Operations Manager

Natalia Stevens

Operations Director

Liz Campney

Paraplanner

Carol Meister

Administrative Assistant/Operations

Justin Carlson CFP®, ChFC®

Private Wealth Manager

At Stevens Capital Partners^SM

Our services aren’t limited to traditional financial planning and
wealth management. We are your “partners” and a trusted resource for all your needs.

We listen. We strategize. We engage. We resolve issues.

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Investment advice offered through Stevens Capital Partners℠, Inc., a Registered Investment Advisor with the SEC (Securities and Exchange Commission). Client Relationship Summary

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here. When you link to any of the websites provided here, you are leaving this website. The information and opinions contained in any of the material requested from this website are provided by third parties as well. They are for informational purposes only and are not a solicitation to buy or sell any product mentioned. We make no representation as to the completeness or accuracy of the information provided by these third party websites or third party materials.

Stevens Capital Partners^SM

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Our People

At Stevens Capital PartnersSM

At Stevens Capital Partners^SM